SMFG
Sumitomo Mitsui Financial Group Portfolio holdings
AUM
$6.13B
1-Year Return
23.97%
This Quarter Return
-14.53%
1 Year Return
+23.97%
3 Year Return
+114.46%
5 Year Return
+144.39%
10 Year Return
–
AUM
$1.99B
AUM Growth
+$744M
(+60%)
Cap. Flow
+$847M
Cap. Flow
% of AUM
42.51%
Top 10 Holdings %
Top 10 Hldgs %
84.13%
Holding
120
New
21
Increased
63
Reduced
20
Closed
6
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$449M |
| 2 |
Ares Management
ARES
|
$367M |
| 3 |
Invesco QQQ Trust
QQQ
|
$241M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$156M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$107M |
Top Sells
Sector Composition
| 1 | Financials | 23.4% |
| 2 | Technology | 4.06% |
| 3 | Consumer Discretionary | 1.22% |
| 4 | Healthcare | 0.66% |
| 5 | Consumer Staples | 0.58% |
